Advisor moves

Arrivals at Northwestern Mutual Investment Services,LLC

1,667 moves
AdvisorFromToTypeLeftRegistered
Jerome William BurtonEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 18, 2012Jan 1, 2026 (4823 d)
James R WhalenBny Mellon Advisors, Inc. otherNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 15, 2012Apr 14, 2016 (1277 d)
Braelin ThorntonEagle Strategies LLC otherNorthwestern Mutual Investment Services,LLC otherOtherSep 26, 2012Jan 2, 2013 (98 d)
Justin MccallBlackrock Investment Management, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherSep 11, 2012May 6, 2013 (237 d)
Sharon Rae ScovilleWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC otherOtherSep 10, 2012Feb 15, 2013 (158 d)
Timothy William HonceValic Financial Advisors, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherSep 6, 2012Jan 30, 2013 (146 d)
Darrin Michael SharpSterne Agee Investment Advisor Services, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherAug 31, 2012Oct 3, 2012 (33 d)
Deanna Louise MooreCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC otherOtherJul 2, 2012Mar 7, 2014 (613 d)
Adam Scott MolitorAllspring Funds Management, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherJun 25, 2012Jul 27, 2012 (32 d)
Jared Thomas GreanyaAllspring Funds Management, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherJun 18, 2012Jul 11, 2012
Derek Jeffrey ScarthInspire Capital Partners LLC unclassifiedNorthwestern Mutual Investment Services,LLC otherOtherJun 15, 2012Apr 22, 2013 (311 d)
Eric Martin JacobsJ.P. Morgan Institutional Investments otherNorthwestern Mutual Investment Services,LLC otherOtherJun 4, 2012Aug 22, 2012 (79 d)
Christopher B GermaniMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 4, 2012Feb 14, 2017 (1716 d)
John R CallawayBb&T Investment Services, Inc. no RAUMNorthwestern Mutual Investment Services,LLC otherOtherJun 1, 2012Jun 27, 2012
Gina Marie Bert-ZattoMsi Financial Services, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherMay 9, 2012Jun 26, 2012 (48 d)
Traci Jeanine BrysonB. C. Ziegler And Company otherNorthwestern Mutual Investment Services,LLC otherOtherMay 8, 2012May 30, 2013 (387 d)
Timothy Daniel HardenEdward Jones national BDNorthwestern Mutual Investment Services,LLC otherOtherApr 11, 2012Aug 8, 2012 (119 d)
David WohlLucia Capital Group otherNorthwestern Mutual Investment Services,LLC otherOtherApr 3, 2012Aug 17, 2012 (136 d)
Thomas Michael HelmanSolenture Advisors LLC otherNorthwestern Mutual Investment Services,LLC otherOtherMar 28, 2012Apr 11, 2012
Samuel RutherfordEdward Jones national BDNorthwestern Mutual Investment Services,LLC otherOtherMar 20, 2012Apr 8, 2013 (384 d)
Margaret Jean PiekarskiB. C. Ziegler And Company otherNorthwestern Mutual Investment Services,LLC otherOtherMar 6, 2012Apr 9, 2012 (34 d)
John Peter JenkinsMML Investors Services, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherMar 1, 2012May 8, 2012 (68 d)
Patrick Nicolaus CarrollVsr Advisory Services otherNorthwestern Mutual Investment Services,LLC otherOtherMar 1, 2012Apr 5, 2012 (35 d)
Matthew Borzani LichtensteinEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC otherOtherFeb 29, 2012Apr 23, 2012 (54 d)
Brian Keith KertscherRBC Capital Markets, LLC national BDNorthwestern Mutual Investment Services,LLC otherOtherFeb 17, 2012Mar 5, 2012
William RuizStrategic Advisers LLC national BDNorthwestern Mutual Investment Services,LLC otherOtherFeb 13, 2012Jul 23, 2012 (161 d)
Kim L LeukertChase Investment Services Corp. otherNorthwestern Mutual Investment Services,LLC otherOtherFeb 10, 2012Mar 15, 2012 (34 d)
Kevin Douglas RinowMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC otherOtherFeb 6, 2012May 4, 2012 (88 d)
Judson E CassTd Ameritrade, Inc. no RAUMNorthwestern Mutual Investment Services,LLC otherOtherFeb 1, 2012Feb 24, 2012
Judson E CassTd Ameritrade Investment Management, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherFeb 1, 2012Feb 24, 2012
James BuckleyStrategic Advisers LLC national BDNorthwestern Mutual Investment Services,LLC otherOtherJan 31, 2012Mar 21, 2012 (50 d)
Aiyisha AdamsBb&T Investment Services, Inc. no RAUMNorthwestern Mutual Investment Services,LLC otherOtherJan 30, 2012Mar 6, 2012 (36 d)
Stephen WardEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC otherOtherJan 25, 2012Mar 14, 2012 (49 d)
Elena Christine PhillipsSii Investments, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherJan 18, 2012Feb 28, 2013 (407 d)
Robert Frederick SchimeneckPnc Wealth Management otherNorthwestern Mutual Investment Services,LLC otherOtherJan 13, 2012Mar 9, 2012 (56 d)
Isaiah N JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC otherOtherJan 13, 2012Jan 9, 2014 (727 d)
Stephen Robert AtkinsonMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Dec 12, 2011Jan 1, 2026 (5134 d)
Alex Gelb1st Global Advisors Inc otherNorthwestern Mutual Investment Services,LLC otherOtherDec 9, 2011Jan 18, 2012 (40 d)
Joseph Anthony PernaMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC otherOtherNov 22, 2011Jan 3, 2012 (42 d)
Brian John KageWaddell & Reed otherNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 22, 2011May 22, 2024 (4565 d)
Anthony Kenneth HoldenWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC otherOtherNov 21, 2011Jul 9, 2012 (231 d)
Veronica Parker MackeyRaymond James Financial Services Advisors, Inc otherNorthwestern Mutual Investment Services,LLC otherOtherNov 21, 2011Jan 6, 2012 (46 d)
Jenne D SevillaSecurian Financial Services, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherNov 14, 2011Apr 17, 2012 (155 d)
Carlos Enrique RubioFca Corp otherNorthwestern Mutual Investment Services,LLC otherOtherNov 3, 2011Dec 12, 2011 (39 d)
Michael James VredenburghWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC otherOtherOct 17, 2011Nov 18, 2011 (32 d)
Debra Ellen DavidsonVoya Retirement Advisors, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherOct 11, 2011Dec 19, 2011 (69 d)
Brittany Lauren GrabnerMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC otherOtherOct 10, 2011Dec 1, 2015 (1513 d)
Daniel Todd SimonSei Investments Management Corp otherNorthwestern Mutual Investment Services,LLC otherOtherSep 30, 2011Aug 20, 2012 (325 d)
Diane FinchPark Avenue Securities LLC otherNorthwestern Mutual Investment Services,LLC otherOtherSep 21, 2011Oct 13, 2011
Dwayne JavierPgim Investments LLC otherNorthwestern Mutual Investment Services,LLC otherOtherSep 12, 2011Feb 7, 2012 (148 d)
Joey R BanghartMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC otherOtherSep 9, 2011Oct 20, 2011 (41 d)
Amy Jean LeeWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC otherOtherSep 7, 2011Sep 21, 2011
John P SheridanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC otherOtherSep 2, 2011Oct 7, 2011 (35 d)
Michelle Lynn TolmoffMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC otherOtherSep 2, 2011Sep 19, 2011
Benjamin Wade BeattyMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC otherOtherAug 19, 2011Sep 26, 2011 (38 d)
Michelle Kay HallettPrincipal Securities, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherAug 10, 2011Jul 25, 2013 (715 d)
Brian Patrick MasonEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC otherOtherJul 28, 2011Dec 21, 2011 (146 d)
Catherine Elizabeth MassieThrivent Investment Management Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherJul 20, 2011Sep 19, 2011 (61 d)
Christine Marie BennettAmerican Independent Securities Group, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherJul 19, 2011Jul 3, 2013 (715 d)
Jeanna ClarkJ.J.B. Hilliard, W.L. Lyons, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherJul 12, 2011Sep 2, 2011 (52 d)
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